Bumble Inc. (BMBL) vs MediaAlpha, Inc. (MAX)

Bumble Inc. and MediaAlpha, Inc. are both Internet Content & Information companies. Bumble Inc. and MediaAlpha, Inc. are of similar size ($855.3M and $799.1M). Bumble Inc. has negative trailing earnings, so its P/E is not meaningful; MediaAlpha, Inc. trades at 7.0×. MediaAlpha, Inc. grew revenue faster over the last twelve months: 15.2% against −14.9%. MediaAlpha, Inc. has the higher net margin (8.35% vs −61.8%) and the higher return on invested capital (33.2% vs −67.7%). Across the 19 metrics below, MediaAlpha, Inc. leads on 10 and Bumble Inc. on 9.

Valuation

Metric BMBL MAX Internet Content & Information median
P/E n/m 6.99 12.38
P/S 0.93 0.59 0.93
P/B 1.20 38.58 1.24
Price to free cash flow 5.78 14.06 10.76
EV/EBITDA n/m 9.54 10.74
EV/Sales 1.24 0.71 1.20
Earnings yield (72.45%) 14.30% (1.71%)
Free cash flow yield 17.31% 7.11% 4.26%

Profitability

Metric BMBL MAX Internet Content & Information median
Gross margin 73.24% 14.84% 63.25%
Operating margin (66.49%) 7.22% (1.87%)
Net margin (61.79%) 8.35% (1.37%)
Free cash flow margin 28.79% 4.19% 3.47%
Return on equity (62.21%) (469.64%) (1.19%)
Return on assets (30.70%) 33.85% 0.00%
Return on invested capital (67.67%) 33.20% 0.00%

Growth

Metric BMBL MAX Internet Content & Information median
Revenue growth (TTM) (14.85%) 15.22% 6.92%
EPS growth (last fiscal year) (30.80%) 25.81% 34.37%
Revenue growth, 5-year CAGR 10.75% 13.75% 10.46%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BMBL MAX Internet Content & Information median
Debt to equity 0.08 8.85 0.01
Current ratio 1.81 1.32 1.84
Net debt to EBITDA (0.53) 4.09 (0.53)

Dividend

Metric BMBL MAX Internet Content & Information median
Dividend yield — — 1.19%
Payout ratio — — 0.27

Size

Metric BMBL MAX Internet Content & Information median
Market cap 799.09m 855.32m 693.23m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack